Remote Appointment Setter - Estate Planning Services
Job Type: 1099 / Contract , Remote, Part‑Time to Full‑Time (30+ hours/week) Help Families Protect Their Estates – From Home We are seeking an experienced Remote Appointment Setter to schedule phone and virtual appointments for our estate planning team. If you have a proven track record in outbound appointment setting and want remote work with solid earning potential and flexibility, this could be a strong fit.
- What You’ll Do
- Make outbound calls to warm, pre‑qualified leads interested in estate planning
- Use proven scripts to set qualified appointments for our sales professionals
- Build rapport quickly and create a positive first impression
- Ask good qualifying questions and confirm key details before scheduling
- Handle basic objections and keep conversations professional and on track
- Document call outcomes accurately in our system and follow up when needed
- What We Offer
- Competitive per‑appointment compensation (paid per qualified appointment set)
- Additional dialing/production bonuses to reward consistent effort
- One‑time training bonus after successful completion of onboarding
- Remote position – work from your home office
- Flexible schedule with a minimum weekly hours commitment (typically 30+ hours)
- Warm, pre‑qualified leads (no pure cold‑calling lists)
- Training, call scripts, and ongoing support to help you be effective
- Long‑term opportunity in a high‑demand, estate planning market
- What We’re Looking For
- Minimum 2 years of outbound appointment‑setting or inside sales experience
- Clear, professional phone presence and strong communication skills
- Comfortable working with goals, metrics, and call volume expectations
- Ability to follow a script while sounding natural and conversational
- Reliable high‑speed internet and a quiet, distraction‑free home office
- Strong self‑management, accountability, and consistency in a remote setting
- US‑based candidates only
How to Apply
If you’re an experienced appointment setter who takes pride in your results and wants a remote role where effort and skill are rewarded, we’d like to hear from you. Please apply with your resume and a brief note about your outbound appointment‑setting experience, including the types of campaigns or industries you’ve supported.